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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,284 | $110,240-35.3% | $96,544-26.2% | $139,487-48.9% |
| Participation rate | 42.9% | 78.1%-35.3pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 22.63% | 26.41%-3.8pp | 25.88%-3.2pp | 373.84%-351.2pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,348 | $5,549-57.7% | $4,851-51.6% | $6,713-65.0% |
| Admin fee / account holder | $12 | $11,602-99.9% | $8,254-99.9% | $11,407-99.9% |